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icono de STK

Columbia Seligman Premium Technology Growth Fund
STK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Laurel Oak Wealth Management
26
Laurel Oak Wealth Management
New Jersey
USD 1.12 M -USD 38.4 k -772 -4%
RMR Wealth Builders
27
RMR Wealth Builders
New Jersey
USD 1.11 M +USD 1.03 M +20,648 Nuevas
NewEdge Advisors
28
NewEdge Advisors
Louisiana
USD 1.1 M +USD 888 k +17,876 +683%
HUB Investment Partners
29
HUB Investment Partners
Texas
USD 1.02 M – – –
Meridian Wealth Management
30
Meridian Wealth Management
Kentucky
USD 961 k +USD 4.57 k +92 +0.5%
Benjamin Edwards Inc
31
Benjamin Edwards Inc
Missouri
USD 948 k +USD 14.3 k +287 +2%
AW
32
Alteri Wealth
California
USD 940 k -USD 28 k -563 -3%
Kestra Advisory Services
33
Kestra Advisory Services
Texas
USD 937 k +USD 199 +4 +0%
World Investment Advisors
34
World Investment Advisors
California
USD 890 k – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
USD 856 k +USD 140 k +2,816 +22%
&Partners
36
&Partners
Tennessee
USD 855 k +USD 132 k +2,655 +20%
SFS
37
Shaker Financial Services
Virginia
USD 850 k -USD 4.23 M -85,123 -84%
SAM
38
Smith Asset Management
Florida
USD 846 k -USD 18.3 k -368 -2%
Parallel Advisors
39
Parallel Advisors
California
USD 776 k +USD 74.8 k +1,506 +12%
Atomi Financial Group
40
Atomi Financial Group
New York
USD 747 k +USD 689 k +13,863 Nuevas
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
USD 716 k +USD 74.3 k +1,495 +13%
DJYG
42
David J. Yvars Group
Florida
USD 660 k -USD 314 k -6,329 -34%
XTX Topco
43
XTX Topco
Cayman Islands
USD 613 k +USD 565 k +11,371 Nuevas
LVZ Inc
44
LVZ Inc
Michigan
USD 599 k -USD 138 k -2,775 -20%
Concurrent Investment Advisors
45
Concurrent Investment Advisors
Florida
USD 591 k +USD 126 k +2,539 +30%
Oppenheimer & Co
46
Oppenheimer & Co
New York
USD 578 k -USD 10.7 k -216 -2%
NorthRock Partners
47
NorthRock Partners
Minnesota
USD 544 k – – –
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
USD 538 k +USD 135 k +2,725 +36%
Kestra Private Wealth Services
49
Kestra Private Wealth Services
Texas
USD 534 k +USD 25.8 k +519 +6%
Allworth Financial
50
Allworth Financial
California
USD 471 k +USD 248 +5 +0.1%
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